+365.7%
ALAB vs TRMB
-7.5%
+373.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.8% | -6.1% |
| 7D | +3.2% | -0.3% | +3.5% | +3.4% |
| 30D | -13.6% | -1.2% | -12.3% | -13.1% |
| 3M | -16.6% | +9.6% | -26.2% | -24.9% |
| 6M | +142.3% | -16.1% | +158.4% | +179.5% |
| YTD | +73.6% | -25.0% | +98.6% | +121.9% |
| 1Y | +33.7% | -27.7% | +61.4% | +78.4% |
| All | +365.7% | -7.5% | +373.2% | +345.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling